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Sheets Smith Wealth Management’s Workday WDAY Stock Holding History

Sheets Smith Wealth Management’s Portfolio WDAY Stock Details WDAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,492
Closed -$407K – 407
2024
Q1 		$407K Buy
1,492
+5
+0.3% +$1.42K 0.05% 284
2023
Q4 		$411K Sell
1,487
-96
-6% -$22.9K 0.06% 245
2023
Q3 		$340K Buy
+1,583
New +$367K 0.05% 259
2022
Q1 		– Sell
-1,369
Closed -$374K – 389
2021
Q4 		$374K Hold
1,369
– – 0.05% 274
2021
Q3 		$342K Hold
1,369
– – 0.05% 274
2021
Q2 		$327K Buy
1,369
+1
+0.1% +$240 0.04% 289
2021
Q1 		$340K Hold
1,368
– – 0.05% 259
2020
Q4 		$328K Buy
1,368
+134
+11% +$30.1K 0.05% 264
2020
Q3 		$265K Buy
+1,234
New +$244K 0.05% 250
2019
Q3 		– Sell
-2,723
Closed -$560K – 322
2019
Q2 		$560K Sell
2,723
-103
-4% -$20.8K 0.12% 186
2019
Q1 		$545K Buy
+2,826
New +$514K 0.12% 182
2018
Q4 		– Sell
-5,466
Closed -$798K – 323
2018
Q3 		$798K Buy
5,466
+82
+2% +$11.4K 0.17% 156
2018
Q2 		$652K Buy
5,384
+51
+1% +$6.53K 0.15% 160
2018
Q1 		$678K Sell
5,333
-109
-2% -$13.3K 0.16% 152
2017
Q4 		$554K Buy
5,442
+105
+2% +$11.2K 0.13% 186
2017
Q3 		$562K Buy
5,337
+2,444
+84% +$252K 0.14% 179
2017
Q2 		$281K Buy
+2,893
New +$270K 0.07% 249

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Sheets Smith Wealth Management's WDAY Position: Q2 2024 in Review

Sheets Smith Wealth Management sold out of Workday (WDAY) in Q2 2024, closing a stake of 1,492 shares — an estimated $407K sold.

Sheets Smith Wealth Management first reported a position in WDAY in Q2 2017 and held it in 17 quarters. The position peaked at $798K in Q3 2018. 1,042 funds tracked by Wall St. Rank hold WDAY as of Q2 2024.

  • Sheets Smith Wealth Management reported no remaining Workday position as of Q2 2024 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 1,492 Workday shares in Q2 2024, an estimated $407K.
  • Sheets Smith Wealth Management first reported a position in Workday in Q2 2017 and held it in 17 quarters.
  • Sheets Smith Wealth Management's Workday position peaked at $798K in Q3 2018.
  • 1,042 funds tracked by Wall St. Rank held Workday as of Q2 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.